Cloud Document Management

“We help our clients make more money”

We help to grow your business by transforming the way you communicate and collaborate with your clients. Our easy to use Cloud Document Management solution has bank grade security and will convert your business to a safe, secure and completely paperless environment, saving you time and money, and ensuring that you can interact instantly, securely and professionally with your clients.

Document Management Solutions

Document Management

Secure Client Portal

Imagine your entire document library is secure and easily accessible to all your staff as well your clients.See more

Web Forms

GreatSoft’s Document Management System can assist you creating Web Forms.See more

Bulk Mailing

Direct Marketing delivered directly to your clients and prospects.See more

Online Appointments

Would you like your business to be on the forefront of technology and customer service by making your business accessible for bookings 24/7 a week?See More

Calculate how much money your time is worth!

We will save you 4-12 hours per person per month.

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Document Management

GreatSoft supports 3 Levels of Document Management (DM), from the most simple level to the advanced use of Microsoft Sharepoint. All 3 versions are accessible from anywhere on any device.
The first level of DM is to allow your firm to store and share secure documents with your clients and prospects. The product used to deliver this service is GreatSoft CRM and Nimbus Secure Document Exchange portal.
Level 2 is a combination of level one but adding in the actual document storage in the open source version of Microsoft Sharepoint. This is suitable for most smaller firms and provides good security and easy access to all client data for your entire team.
Level 3 DMS is aimed at delivering both Level 1 and 2 features plus a powerful full featured DM system, accessible either from the firms Onsite network servers or available in the cloud. This product should satisfy 90% of most firms Document storage, Archiving and sharing needs.

Benefits

Secure Client Portal

Simply invite your clients to accept this medium of communication and instantly take your business to the next level. Whether you are sharing Financial Statements or getting your client to sign off on their Tax Return, your communication is secure and fully audited for peace of mind.

GreatSoft’s Secure Client Zone allows for Document Conversations / Collaboration / 3rd party file sharing as well as Digital Document Signatures, with the document never leaving the Client Zone.

Web Forms

Imagine being able to request information from your clients with a few clicks of a button. Take your Client take on Sheet and turn it into an interactive checklist. This checklist allows your clients to select pre-determined answers or alternatively give text based answers to questions of your choice.

A nifty file uploader option also allows you to retrieve specific documents from your clients for something like a tax return or verification of identity. With GreatSoft CDM’s Smart Webforms and Checklists, this is all possible and easily manageable.

Bulk Mailing

Email marketing is becoming more difficult especially with the introduction of the POPI Act, where emails must be “optioned in” rather than “optioned out of”.

Using GreatSoft CDM, any direct marketing you wish to share with your clients and prospects will be delivered to them directly, without most of your mails being deleted as junk even before they have been opened.

Advanced filtering and standard view creation, allows you to get the most of your data and interact with the people that matter.

Online Appointments

GreatSoft’s online appointments software manages tens of thousands of appointments per month for businesses all over the world. This state of the art system also allows you to create conferences, assign venues with specific seat counts. Invite your clients to these conferences and let the GreatSoft system automatically manage your attendees as well as manage the guest list when your venues capacity has been reached.